Long Island Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Long Island Wealth Management, Inc.

$193 Billion
Q2 2025

A detailed history of Long Island Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 180,704 shares of SCHG stock, worth $5.8 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares

180,704

Previous 188,125 3.94%

Holding current value

$5.8 Million

Previous $4.71 Billion 12.05%

% of portfolio

2.74%

Previous 2.87%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$22.27 - $29.21 $165,265 - $216,767	-7,421 Reduced 3.94%	180,704 $5.28 Billion
Q1 2025 May 13, 2025	BUY	$24.91 - $29.02 $27,998 - $32,618	1,124 Added 0.6%	188,125 $4.71 Billion
Q4 2024 Feb 14, 2025	BUY	$25.93 - $105.3 $3.22 Million - $13.1 Million	124,132 Added 197.45%	187,001 $5.21 Billion
Q3 2024 Nov 12, 2024	BUY	$92.63 - $105.69 $1.39 Million - $1.59 Million	15,011 Added 31.37%	62,869 $6.55 Billion
Q2 2024 Aug 15, 2024	SELL	$87.04 - $101.61 $54,400 - $63,506	-625 Reduced 1.29%	47,858 $4.83 Billion
Q1 2024 May 13, 2024	SELL	$80.6 - $93.32 $199,082 - $230,500	-2,470 Reduced 4.85%	48,483 $4.5 Billion
Q4 2023 Feb 14, 2024	BUY	$70.08 - $83.37 $3.57 Million - $4.25 Million	50,953 New	50,953 $4.23 Billion

Others Institutions Holding SCHG

# of Institutions

1,605

Shares Held

816M

Call Options Held

606K

Put Options Held

163K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Long Island Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History